Compare · 2 funds side by side · dividends reinvested

NACP and SPY

NACPImpact Shares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,934NACP · best of the two

02 / 04

NACP and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Impact Shares NAACP Minority Empowerment ETFUnsorted0.49%0.59%+15.8%+15.9%+25.1%+12.4%−9.8%17.7%$74M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: NACP 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Impact Shares NAACP Minority Empowerment ETF · $74M$17,934

NACP

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 54.6% in common

NACPMeasureSPY

+15.8%Year to dateJan 1 → Nov 6+8.7%

+15.9%1 yearTotal return+9.7%

+25.1%3 years · per year$10,000 became $19,589 · $18,039+21.7%

+12.4%5 years · per year$10,000 became $17,934 · $17,118+11.3%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

0.59%Trailing 12-mo yield$59 · $103 a year on $10k1.03%

−9.8%Worst dropSmaller is better−8.9%

17.7%VolatilityLower is calmer13.6%

NACPSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NACP vs SPY: Top 5 Holdings

Today

NACP

22.7%in top 5

SPY

in top 527.8%

NACPStockSPY

not top 5AAPL7.9%

4.2%NVDA6.9%

5.4%MSFT6.3%

5.4%AMZN4.0%

3.9%TSLAnot top 5

3.7%GOOGL2.6%

Held in common54.6%

End-of-day Nov 6, 2026 · share of each fund

NACP vs SPY Returns, Every Period

Impact SharesNACP

+12.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

NACPSPYFaded: behind in that period

4–0NACP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: NACP vs SPY

YTD

Impact SharesNACP

+15.8%

SPYSPDR

+8.7%

+15.8%Year to date+8.7%

−9.8%Worst drop · 1Y−8.9%

17.7%Volatility · 1Y13.6%

0.6%Yield1.0%

$74.4MAssets$819B

3–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NACP, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NACP0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NACP, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

NACP0.59%$59

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

NACP$59 − $49 = $10

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NACP, SPY

Today

54.6%most shared, NACP and SPY

NACPSPY

NACP—54.6%

SPY54.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%NACP, at 17.7% volatility

SPYWorst drop−8.9%13.6% vol

NACPWorst drop−9.8%17.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYNACP

+8.7%Year to date+15.8%

1.0%Yield0.6%

+9.7%Past year+15.9%

0.09%Fee0.49%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026